Paladin Wealth’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Paladin Wealth’s Portfolio SPYI Stock Details SPYI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.65M	Buy	31,123 +4,140	+15%	+$218K	0.96%	27
2026 Q1	$1.33M	Sell	26,983 -12,263	-31%	-$635K	0.92%	33
2025 Q4	$2.06M	Buy	39,246 +4,560	+13%	+$239K	1.41%	17
2025 Q3	$1.81M	Buy	34,686 +2,448	+8%	+$126K	1.32%	19
2025 Q2	$1.62M	Buy	32,238 +1,003	+3%	+$48.2K	1.26%	20
2025 Q1	$1.5M	Sell	31,235 -13,788	-31%	-$697K	1.34%	18
2024 Q4	$2.29M	Buy	45,023 +12,121	+37%	+$628K	1.98%	12
2024 Q3	$1.69M	Buy	+32,902	New	+$1.66M	1.47%	15

Other funds holding SPYI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Paladin Wealth's SPYI Position: Q2 2026 in Review

Paladin Wealth increased its NEOS S&P 500 High Income ETF (SPYI) stake by 15% in Q2 2026, buying an estimated $218K and bringing the position to 31,123 shares worth $1.65M. The position accounts for 0.96% of the portfolio, ranked #27.

Paladin Wealth first reported a position in SPYI in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.29M in Q4 2024. 446 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Paladin Wealth held 31,123 shares of NEOS S&P 500 High Income ETF worth $1.65M as of Q2 2026.
Paladin Wealth bought 4,140 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $218K.
NEOS S&P 500 High Income ETF made up 0.96% of Paladin Wealth's portfolio in Q2 2026, its #27 holding.
Paladin Wealth first reported a position in NEOS S&P 500 High Income ETF in Q3 2024 and has held it in 8 quarters since.
Paladin Wealth's NEOS S&P 500 High Income ETF position peaked at $2.29M in Q4 2024.
446 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.